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CBURX vs ILAAX
CBURX vs ILAAX Comparison
Open Charts CBURX vs ILAAX
Columbia Income Builder R
Price$12.41
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets851.76M
Invesco Income Allocation R5
Price$11.14
Change+$0.01 (+0.09%)
VolumeN/A
Net Assets325.73M
CBURX vs ILAAX Comparison Chart in %
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CBURX vs. ILAAX commentary
Oct 20, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is CBURX is a Hold and ILAAX is a Hold.
FUNDAMENTALS
Fundamentals
CBURX has more cash in the bank: 852M vs. ILAAX (326M). ILAAX pays higher dividends than CBURX: ILAAX (4.70) vs CBURX (3.49). CBURX was incepted earlier than ILAAX: CBURX (15 years) vs ILAAX (20 years). CBURX (1.22) is less costly to investors than ILAAX (0.62). ILAAX is a more actively managed with annual turnover of: 86.00 vs. CBURX (18.00). CBURX has a lower initial minimum investment than ILAAX: CBURX (0) vs ILAAX (1000000). ILAAX annual gain was more profitable for investors over the last year : 8.50 vs. CBURX (7.66). ILAAX return over 5 years is better than : 25.13 vs. CBURX (16.14).
| CBURX | ILAAX | CBURX / ILAAX | |
| Total Expense Ratio | 1.22 | 0.62 | 197% |
| Annual Report Gross Expense Ratio | 1.22 | 0.62 | 197% |
| Fund Existence | 15 years | 20 years | - |
| Gain YTD | 9.568 | 9.494 | 101% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | 1000000 | - |
| Net Assets | 852M | 326M | 261% |
| Annual Yield % from dividends | 3.49 | 4.70 | 74% |
| Returns for 1 year | 7.66 | 8.50 | 90% |
| Returns for 3 years | 30.04 | 31.10 | 97% |
| Returns for 5 years | 16.14 | 25.13 | 64% |
| Returns for 10 years | 47.96 | 50.10 | 96% |
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